Filed: 2/4/2026ACC: 0001731671-26-000001
📋 What this filing means
ALTMAN ADVISORS, INC. filed this quarterly 13F‑HR report disclosing 95 equity positions with a total reported market value of $265.39M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
95
Positions
$265.39M
Total AUM (reported)
3.46M
Total Shares
Allocation by class
COM$129.80M48.9%
COM NEW$16.80M6.3%
CORE MSCI EURO$16.61M6.3%
CL A$15.99M6.0%
CAP STK CL A$10.75M4.1%
SPONSORED ADR$9.30M3.5%
SPONSORED ADS$9.04M3.4%
Portfolio Concentration
Top 3$39.30M14.8%
4–10$50.56M19.1%
11–25$53.29M20.1%
Rest$122.23M46.1%
Top 3 weight
14.8%
Top 10 weight
33.9%
Voting Authority Distribution
Total shares with voting rights: 3.46M
Sole
Full voting authority
3.46M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole95
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings95
Rows:
ISHARES TR
SOLEShares234.06K
TypeSH
Market value$16.61M
6.26%
Sole
234.06K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares63.99K
TypeSH
Market value$11.93M
4.50%
Sole
63.99K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares34.36K
TypeSH
Market value$10.75M
4.05%
Sole
34.36K
Shared
0.00
None
0.00
APPLE INC
SOLEShares34.73K
TypeSH
Market value$9.44M
3.56%
Sole
34.73K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares35.92K
TypeSH
Market value$8.29M
3.12%
Sole
35.92K
Shared
0.00
None
0.00
INVESCO EXCHANGE TRADED FD T
SOLEShares137.06K
TypeSH
Market value$7.83M
2.95%
Sole
137.06K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares15.70K
TypeSH
Market value$7.59M
2.86%
Sole
15.70K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares74.57K
TypeSH
Market value$7.17M
2.70%
Sole
74.57K
Shared
0.00
None
0.00
ISHARES GOLD TR
SOLEShares80.63K
TypeSH
Market value$5.41M
2.04%
Sole
80.63K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares13.95K
TypeSH
Market value$4.83M
1.82%
Sole
13.95K
Shared
0.00
None
0.00
WALMART INC
SOLEShares37.27K
TypeSH
Market value$4.15M
1.56%
Sole
37.27K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares13.02K
TypeSH
Market value$3.96M
1.49%
Sole
13.02K
Shared
0.00
None
0.00
CBOE GLOBAL MKTS INC
SOLEShares15.43K
TypeSH
Market value$3.87M
1.46%
Sole
15.43K
Shared
0.00
None
0.00
TWILIO INC
SOLEShares25.66K
TypeSH
Market value$3.65M
1.38%
Sole
25.66K
Shared
0.00
None
0.00
FIRST TR EXCHNG TRADED FD VI
SOLEShares95.03K
TypeSH
Market value$3.62M
1.37%
Sole
95.03K
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares3.37K
TypeSH
Market value$3.62M
1.36%
Sole
3.37K
Shared
0.00
None
0.00
CONSTELLATION ENERGY CORP
SOLEShares10.10K
TypeSH
Market value$3.57M
1.34%
Sole
10.10K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares5.34K
TypeSH
Market value$3.52M
1.33%
Sole
5.34K
Shared
0.00
None
0.00
EXPEDIA GROUP INC
SOLEShares12.40K
TypeSH
Market value$3.51M
1.32%
Sole
12.40K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares24.65K
TypeSH
Market value$3.49M
1.31%
Sole
24.65K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares6.80K
TypeSH
Market value$3.42M
1.29%
Sole
6.80K
Shared
0.00
None
0.00
CITIGROUP INC
SOLEShares28.58K
TypeSH
Market value$3.34M
1.26%
Sole
28.58K
Shared
0.00
None
0.00
UBS GROUP AG
SOLEShares69.96K
TypeSH
Market value$3.24M
1.22%
Sole
69.96K
Shared
0.00
None
0.00
MITSUBISHI UFJ FINL GROUP IN
SOLEShares202.77K
TypeSH
Market value$3.22M
1.21%
Sole
202.77K
Shared
0.00
None
0.00
MIZUHO FINANCIAL GROUP INC
SOLEShares425.74K
TypeSH
Market value$3.12M
1.17%
Sole
425.74K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE MSCI EURO | 234.06K | SH | $16.61M 6.26% | 234.06K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 63.99K | SH | $11.93M 4.50% | 63.99K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 34.36K | SH | $10.75M 4.05% | 34.36K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 34.73K | SH | $9.44M 3.56% | 34.73K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 35.92K | SH | $8.29M 3.12% | 35.92K | 0.00 | 0.00 |
INVESCO EXCHANGE TRADED FD TSOLE | S&P SMCP VLU MNT | 137.06K | SH | $7.83M 2.95% | 137.06K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 15.70K | SH | $7.59M 2.86% | 15.70K | 0.00 | 0.00 |
ISHARES TRSOLE | 7-10 YR TRSY BD | 74.57K | SH | $7.17M 2.70% | 74.57K | 0.00 | 0.00 |
ISHARES GOLD TRSOLE | ISHARES NEW | 80.63K | SH | $5.41M 2.04% | 80.63K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 13.95K | SH | $4.83M 1.82% | 13.95K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 37.27K | SH | $4.15M 1.56% | 37.27K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 13.02K | SH | $3.96M 1.49% | 13.02K | 0.00 | 0.00 |
CBOE GLOBAL MKTS INCSOLE | COM | 15.43K | SH | $3.87M 1.46% | 15.43K | 0.00 | 0.00 |
TWILIO INCSOLE | CL A | 25.66K | SH | $3.65M 1.38% | 25.66K | 0.00 | 0.00 |
FIRST TR EXCHNG TRADED FD VISOLE | FT VEST US EQT | 95.03K | SH | $3.62M 1.37% | 95.03K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 3.37K | SH | $3.62M 1.36% | 3.37K | 0.00 | 0.00 |
CONSTELLATION ENERGY CORPSOLE | COM | 10.10K | SH | $3.57M 1.34% | 10.10K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 5.34K | SH | $3.52M 1.33% | 5.34K | 0.00 | 0.00 |
EXPEDIA GROUP INCSOLE | COM NEW | 12.40K | SH | $3.51M 1.32% | 12.40K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI ACWI ETF | 24.65K | SH | $3.49M 1.31% | 24.65K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 6.80K | SH | $3.42M 1.29% | 6.80K | 0.00 | 0.00 |
CITIGROUP INCSOLE | COM NEW | 28.58K | SH | $3.34M 1.26% | 28.58K | 0.00 | 0.00 |
UBS GROUP AGSOLE | SHS | 69.96K | SH | $3.24M 1.22% | 69.96K | 0.00 | 0.00 |
MITSUBISHI UFJ FINL GROUP INSOLE | SPONSORED ADS | 202.77K | SH | $3.22M 1.21% | 202.77K | 0.00 | 0.00 |
MIZUHO FINANCIAL GROUP INCSOLE | SPONSORED ADR | 425.74K | SH | $3.12M 1.17% | 425.74K | 0.00 | 0.00 |
Page 1 of 4